See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,278 | $77,899-39.3% | $149,673-68.4% | $75,163-37.1% |
| Participation rate | 94.3% | 65.6%+28.7pp | 78.8%+15.5pp | 67.2%+27.1pp |
| Annual return | 17.50% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,403 | $3,137-23.4% | $4,818-50.1% | $2,670-10.0% |
| Participant deferral / active EE | $2,580 | $3,411-24.4% | $5,680-54.6% | $4,125-37.5% |
| Admin fee / account holder | $352 | $5,956-94.1% | $13,210-97.3% | $5,651-93.8% |